IA Interview: Growing Your Business with Managed Services

AGI Director Steve Brunson discusses how bundled managed services are leading a profitable practice revolution with Gary DeHart of Intuitive Accountant. In this interview we discussed the important trend of managed service and the new ways firms are structuring both services and fees. I also shared my 5 Steps To Managed Services: Start with a market analysis.  What to…

Post Tax Season Marketing with Intuitive Accountant

AGI Director Steve Brunson Discusses post tax season marketing and business development strategies with Gary DeHart from Intuitive Accountant. The key points you will hear shared are: Why after tax season is full of opportunity Strategies to follow for growth New client opportunities and client retention strategies Identifying opportunities with current clients Accounting Growth Institute…

Why LinkedIn is Important to Your Accounting Firm

Even if you live under a proverbial rock, you have probably still heard about LinkedIn. If you haven’t discovered LinkedIn, it’s a professional network that has around 100 million users or so and has become the largest professional network in the world (according to LinkedIn’s website). Now we all know what LinkedIn is so let’s…

From Marketing to Business Development – Taking Stock of Your Marketing Foundations

The relationship between marketing and business development has been dissected over the past few years. Many focus on making the distinction between the two. But the symbiotic relationship between them is far more important. Effective marketing creates and supports opportunities for business development. But since the cause and effect nature of the relationship is not…